DAUs

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Developer exchange fees

Infrastructure and trust & safety

Research and development

General and administrative

Sales and marketing

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Roblox

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Earnings data Q1 2021

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Roblox reports robust Q4 performance, eyes advertising and UGC growth

Roblox delivered strong financial results, emphasizing growth in bookings, user engagement, and monetization, supported by a focus on innovation and safety.
While facing challenges in balancing growth and efficiency, the company is well-positioned to capitalize on opportunities in advertising, UGC, and expanding its creator community.
Overall, Roblox's performance reflects a resilient business model with a strategic focus on long-term growth, innovation, and diversification of revenue streams.

Roblox reports robust Q1 earnings, eyes international expansion and ad revenue growth

Roblox's Q1 2023 performance reflects solid revenue growth, strong user metrics, and a thriving developer community
The company's strategic focus on innovation, cost control, and international expansion positions it for sustained growth
Challenges include competition, user engagement trends, and balancing investment with margin considerations
Opportunities in ad revenue, international expansion, and AI present avenues for future growth and differentiation

Roblox reports strong Q2 results, eyes profitability and global expansion

Roblox's Q2 2023 performance reflects robust growth in bookings, user metrics, and developer ecosystem, positioning the company for long-term success.
Strategic focus on profitability, international expansion, and technology investments underscores a balanced approach to driving revenue and shareholder value.
Challenges in cost management, ad monetization, and platform security require proactive strategies to sustain growth and competitive advantage in the market.

Roblox reports robust Q3 performance, eyes global expansion and efficiency

Roblox's Q3 performance reflects strong growth and strategic focus on global expansion and efficiency gains.
While facing challenges in exchange fees and meeting DevEx targets, the company is poised for growth through opportunities in infrastructure efficiency and advertising.
Investors can expect continued emphasis on cost savings, developer community engagement, and leveraging AI for future growth.

Roblox reports robust Q4 performance, eyes sustained growth strategies

Roblox's Q4 2023 and full-year performance showcased strong growth in key metrics, supported by investments in innovation and international expansion efforts.
The company's strengths in fostering creator success, stable monetization strategies, and strong user engagement position it well for continued growth.
While facing challenges in balancing growth and investments, Roblox has opportunities to further enhance monetization, user engagement, and financial performance.
Overall, Roblox's focus on sustained growth, platform advancements, and optimizing financial metrics underscores a promising outlook for future success.

Roblox reports strong Q1 results, eyes growth in branded experiences

Roblox's Q1 2024 results exceeded revenue expectations but fell slightly below in bookings. The company remains focused on long-term growth potential, profitability, and cash flow targets, with investments in AI tools and safety measures.

Roblox exceeds Q2 revenue expectations, focuses on growth strategies

Roblox delivered strong financial results, showcasing margin expansion and strategic initiatives for growth. The company's focus on cost discipline, user engagement, and revenue diversification positions it well for future success.

Roblox exceeds Q3 expectations with strong revenue and user engagement

Roblox's Q3 2024 performance reflects strong revenue, bookings, and user engagement, supported by a focus on safety, user experience, and financial efficiency.
Challenges include balancing growth expectations, investment in new tools, and maintaining monetization rates amidst evolving market dynamics.
Opportunities in optimizing pricing, expanding genres, and leveraging console success position Roblox for sustained growth and innovation in the virtual economy.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

In August 1989, David Baszucki started a company called Knowledge Revolution which made educational physics and mechanical software. He created a 2D simulated physics lab called Interactive Physics, enjoyed by students around world. During this time he hired his first employee, Erik Cassel, who would go on to form Roblox with him. 

David and Erik launch the beta version of Roblox, DynaBlocks, in order to scale the creativity and imagination of their former company.

The company raises $560,000 of Series A funding, putting the company's pre-money valuation at $1.5 million. 

After realizing people had a hard time remembering its name, the company officially changes from DynaBlocks to Roblox, and Roblox launches on September 1, 2006.

Roblox becomes compliant with COPPA by adding a safe chat feature to protect users under the age of 13.

Roblox raises $2.9 million in Series C venture funding from First Round Capital, Altos Venters and Kleiner Perkins—putting the company's pre-money valuation at $6 million. 

The company holds its first Hack Week by inviting Roblox developers to work on outside-the-box ideas to present.

An iOS version of Roblox is released, and Roblox is now mobile.

Roblox allows developers to exchange their Roblox digital currency, Robux, into real-world currency. Pays to play.

Roblox launches on Xbox One starting with 15 games.

Roblox VR for Oculus Rift launches with more than 10 million games in 3D, bringing user-generated, social gaming to virtual reality. 

Roblox closes a $92 million funding round led by Meritech Capital Partners and Index Ventures.

The company closes $150 million in Series F funding with Greylock Partners and Tiger Global Management.

Roblox forms a partnership with Chinese tech giant Tencent, by focusing on education in order to enter the Chinese market. 

Roblox reaches a major milestone by hitting 100 million active monthly users.

Roblox receives $150 million in a Series G funding round led by Andreessen Horowitz. 

In response to the global pandemic, Roblox creates "Party Place," a venue for virtual birthday parties and other meetups. 

Roblox experiences rapid revenue growth in response to continuing stay-at-home mandates.

Roblox partners with Columbia Records to host its first virtual concert featuring Lil Nas X.

The company goes public on the NYSE under the ticker symbol RBLX. Roblox now has more than 31 million daily users who use it an average of 2.6 hours per day. The company has a reported revenue of $589 million during the first nine months of 2020. 

blog.roblox.com
SEC Form S-1
Marketwatch
Forbes
Inc.
New York Times
TechCrunch
The Wall Street Journal

Microsoft

Shopify

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Coinbase

DraftKings

General Motors

Matterport

NVIDIA

Unity Software

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Advanced Micro Devices

These companies could win big from an emerging tech trend that's expected to blow up in the long run.

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Super League has taken more than a million virtual visitors on a metaverse recreation of the iconic red carpet in “The VMA Experience” on gaming platform Roblox in the weeks before Sunday night's IRL awards show from Newark, New Jersey's Prudential Center.

Metaverse Company Skirts Stock-Market ‘Abyss' To Take Roblox Users Down VMA's Virtual Red Carpet

Netflix

Roblox Corp (NYSE: RBLX), Netflix Inc (NASDAQ: NFLX) and Meta Platforms Inc (NASDAQ: META) shares are all trading low

Why Roblox, Netflix And Meta Platforms Stock Is Falling

Williams-Sonoma

Williams-Sonoma CEO Laura Albert told CNBC's Jim Cramer the home retailer is partnering with Roblox to bring its West Elm brand into the digital world.

Williams-Sonoma will soon launch a collaboration with Roblox, says the home retailer's CEO

Roblox (NYSE: RBLX ) stock is in the spotlight following the sale of 766,000 shares by CEO David Baszucki. Shares of the online gaming services company have declined by over 10% since it reported earnings earlier this month.

CEO David Baszucki Just Sold Roblox (RBLX) Stock. Here's Why.

Roblox (RBLX) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Is Most-Watched Stock Roblox Corporation (RBLX) Worth Betting on Now?

Roblox stock is one of the hottest metaverse stocks, and will report earnings in early August. Is RBLX stock a buy right now?

Is Roblox Stock A Buy Right Now After Q2 Earnings Results?

Roblox stock, even after a 100% bounce from the lows, is still down 70% from all time highs. Revenue growth slowed to 30% in the latest quarter but billings growth was negative again.

Will Roblox Stock Rise Or Drop After Recent Earnings? Assessing Valuation After 70% Decline

The Connected Economy 100 (CE100) Index lost 5.4% on the week, far outstripping the 2.2% loss in the Nasdaq and the roughly 1.1% decline in the broader S&P 500. CE100 Relative Performance Source: PYMNTS All pillars fell, with the shopping segment standing out as the worst performer, down more than 8% on the week.

Shopify, Roblox Worries Over Consumers Drag CE100 Shopping Sector Down 8%

Players deposit less money on the platform, leading to lower revenue in future periods.

Why Roblox's Sales May Have Further to Fall

Roblox's recent performance has been ugly, but there are early signs that things might improve from here.

Roblox: The Good, the Bad, and the Ugly

Until Roblox turns bookings growth around, the stock will continue to underperform.

This Roblox Metric Is Trending in the Wrong Direction. Is It Worth Buying?

Which battered growth stock has a better shot at a recovery?

Better Growth Stock: Roblox vs. Coinbase Global

HONG KONG—Roblox Corp. RBLX, -6.12%  has poached a Meta Platforms Inc. META, -3.78% executive for the newly created role of Asia-Pacific head of public policy, as the videogame company chases growth in the region.

Roblox poaches seasoned Meta executive as it chases growth in Asia

Estimates peg the metaverse industry to be worth $5 trillion by 2030.

2 Best Metaverse Stocks to Buy in 2022 and Beyond

AMC Entertainment

Bed Bath & Beyond

GameStop

Plug Power

Rivian Automotive

The meme-stock rally revolving around Bed Bath & Beyond also includes action in Roblox and Rivian, and "classic" names GameStop and AMC.

Crypto and clean-energy stocks are at the center of the latest meme stock rally sparked by Bed Bath & Beyond's massive surge in recent weeks

Activision Blizzard

Electronic Arts

There are signs of trouble in the videogame industry as revenue slows following a pandemic-era boost. Are these 3 stocks buys right now?

Are These 3 Video Game Stocks Now In Play?

Roblox will need to reverse the negative trend in bookings growth before the stock recovers.

Why Roblox Stock Was Trading Lower Earlier Today

Profitability trends are not encouraging.

Roblox Is Burning Cash: What Should a Long-Term Investor Do?

Amazon

Disney

Tesla

While the biggest analyst calls garner the most attention, “buy,” “sell” and “hold” ratings from analysts are not always a good source for investors. The reason is simple.

Buy, Sell or Hold: The 7 Biggest Analyst Calls of Last Week

The recent rekindling of meme stock mania was deflated much sooner than previous efforts were, sending a subtle message.

Why Meme Stocks Like AMC, Roblox, and GameStop Stumbled Today

Invitae

Teladoc

Fate Therapeutics

Markforged Holding Corp

Cathie Wood's Ark Invest has performed well recently, with shares of her flagship exchange-traded fund (ETF), the ARK Innovation ETF (NYSEMKT: ARKK ), up more than 15% during the past month. The performance was driven by the release of July's consumer price index (CPI) report.

The 5 Top Stocks Cathie Wood Is Buying Now

Twitter

Arch Resources

Darling Ingredients

Planet Fitness

These reports, excerpted and edited by Barron's, were issued recently by investment and research firms. The reports are a sampling of analysts' thinking; they should not be considered the views or recommendations of Barron's.

News for Roblox Stock (RBLX)